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May 21, 2023
XML Financial LLC bought a new stake in shares of Mastercard Incorporated (NYSE:MA – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 614 shares of the credit services provider’s stock, valued at approximately $213,000. Other large investors also recently added to or reduced […]
May 21, 2023
XML Financial LLC decreased its position in Booking Holdings Inc. (NASDAQ:BKNG – Get Rating) by 4.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 137 shares of the business services provider’s stock after selling 6 shares during the […]
May 21, 2023
XML Financial LLC lifted its stake in shares of Ecolab Inc. (NYSE:ECL – Get Rating) by 9.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,667 shares of the basic materials company’s stock after acquiring an additional 142 shares during the […]
May 20, 2023
XML Financial LLC cut its position in The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 3.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,844 shares of the investment management company’s stock after selling 153 shares during […]
May 20, 2023
XML Financial LLC lifted its position in shares of Medtronic plc (NYSE:MDT – Get Rating) by 12.0% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 13,732 shares of the medical technology company’s stock after buying an additional 1,473 shares during the period. XML Financial LLC’s holdings in […]
May 20, 2023
XML Financial LLC trimmed its position in shares of Pacer Trendpilot 100 ETF (NYSEARCA:PTNQ – Get Rating) by 6.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,103 shares of the company’s stock after selling 967 shares during the […]
May 20, 2023
XML Financial LLC raised its position in shares of FT Cboe Vest Gold Strategy Target Income ETF (BATS:IGLD – Get Rating) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,844 shares of the company’s stock after acquiring an additional […]
May 20, 2023
XML Financial LLC grew its stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Get Rating) by 83.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,688 shares of the exchange traded fund’s stock after […]
May 20, 2023
XML Financial LLC raised its stake in Novartis AG (NYSE:NVS – Get Rating) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,989 shares of the company’s stock after buying an additional 200 shares during the period. XML Financial LLC’s holdings in Novartis […]
May 20, 2023
XML Financial LLC boosted its holdings in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 64.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 5,478 shares of the exchange traded fund’s stock after purchasing an additional 2,149 shares during the quarter. XML Financial LLC’s holdings in Invesco QQQ Trust were worth $1,459,000 at […]